CORAL GABLES, FLCRD 286538Latest ADV March 30, 2026
Ceeto Capital Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 30, 2026, reports $531M in regulatory assets under management, 4 employees, and 46 accounts.
Assets Under Management
$531M
Employees
4
Offices
--
Total Clients
18
Primary office
CORAL GABLES, FL
114 ALHAMBRA CIR, SUITE 202, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.9% of total clients.
Top client categories% of clientsClients
1
HNWI
88.9%
16
2
Charitable
5.6%
1
3
Government
5.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$531Mas of March 30, 2026
Discretionary89.0%
$473M
89% of total RAUM89.0%
Non-discretionary11.0%
$59M
11% of total RAUM11.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$531M
Total Accounts46
10Y AUM Change+$531M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee5:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.